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CLIENT TERMS · VERSION 2026-09-03

FieldDemand Service Terms

These terms apply only when incorporated into an accepted written FieldDemand offer.

1. Parties and agreement

“Provider” means the legal person or entity identified in the written offer and operating under the FieldDemand name. “Client” means the business identified in the accepted offer. The accepted offer, these Service Terms, and any approved onboarding brief form the agreement.

2. Services

FieldDemand provides business-to-business commercial account research, buyer research, prospecting preparation, approved outbound communications, reply management, and qualified-opportunity handoff services described in the accepted offer. Scope is limited by the Client’s approved territory, services, exclusions, capacity, and other onboarding constraints.

3. No guaranteed outcome

FieldDemand does not guarantee a minimum number of replies, meetings, quotes, contracts, revenue, or closed business. Research and outreach improve access to relevant accounts but cannot control buyer timing, budgets, incumbent relationships, procurement rules, or purchasing decisions.

4. Qualified Account Handoff

A Qualified Account Handoff is a response or event from an in-scope account showing commercially meaningful interest or timing, such as interest in a conversation or quote, a known bid or renewal window, referral to the correct buyer, permission to follow up at a defined time, or another qualification event agreed in writing.

5. Client responsibilities

Client will provide accurate targeting instructions, exclusions, capacity limits, approved claims, and a responsible recipient for handoffs. Client is responsible for its own proposals, pricing, site visits, contracts, licensing, insurance, safety obligations, and performance of HVAC or mechanical work. Client will not instruct FieldDemand to make false, misleading, unlawful, or unapproved claims.

6. Outreach and suppression

FieldDemand may use public business and professional information to prepare B2B outreach. FieldDemand will maintain global opt-out and suppression controls for campaigns it operates. Client must promptly tell FieldDemand about any account or person that should not be contacted. Suppression overrides targeting instructions.

7. Account protection

FieldDemand uses account-level protection rather than broad territorial exclusivity. While a target account is actively claimed for one FieldDemand client, FieldDemand will not simultaneously pursue that same account for a competing active client. Protection ends when the claim is released, the campaign ends, or the account is otherwise closed.

8. Fees and billing

Fees are those stated in the accepted written offer. The DFW Founding Pilot is prepaid for its 30-day service period. Recurring plans bill monthly in advance unless the offer states otherwise. Taxes, if legally required, are additional. Client authorizes Stripe or another disclosed payment processor to process approved charges.

9. Cancellation and refunds

The Founding Pilot ends after 30 days unless the Client chooses to continue. Recurring service is month-to-month and may be canceled before the next renewal. Fees already paid for a service period are non-refundable after meaningful work for that period begins, except where required by law or where FieldDemand agrees otherwise in writing. If FieldDemand cancels before meaningful work begins, FieldDemand will refund the unused prepaid service fee.

10. Confidentiality

Each party will use reasonable care to protect nonpublic business information received from the other and will use it only to perform or receive the services. This does not restrict information that is public, independently developed, lawfully received from another source, or required to be disclosed by law.

11. Data and research

Research may rely on public websites, government records, business directories, client-provided information, and other lawful sources. Public information changes. FieldDemand will use reasonable verification controls but does not warrant that every third-party fact remains current after it is observed.

12. Intellectual property

Client retains ownership of its trademarks, materials, and confidential information. FieldDemand retains ownership of its software, databases, methods, templates, scoring systems, research processes, and general know-how. Client may use client-specific research and handoff materials internally for its own sales and business-development activities.

13. Independent contractor

FieldDemand is an independent contractor. Nothing creates a partnership, joint venture, employment relationship, fiduciary relationship, or authority for FieldDemand to bind Client to a contract with a prospect.

14. Limitation of liability

To the fullest extent permitted by law, neither party will be liable to the other for indirect, incidental, special, punitive, or consequential damages, or for lost profits arising from the agreement. FieldDemand’s aggregate liability arising from the services will not exceed the fees Client paid to FieldDemand for the service period giving rise to the claim. This limitation does not apply where applicable law prohibits it.

15. Client indemnity

Client will defend and indemnify FieldDemand from third-party claims caused by Client-provided false or unlawful claims, Client’s products or field work, Client’s breach of law, or Client’s misuse of prospect information, except to the extent caused by FieldDemand’s own unlawful conduct.

16. Suspension and termination

FieldDemand may pause outreach when information is unreliable, suppression or compliance issues arise, Client exceeds agreed capacity, payment is overdue, or continuing the campaign would create unreasonable legal, reputational, or operational risk. Either party may terminate for material breach that is not cured within a reasonable written cure period.

17. Governing law

Texas law governs the agreement without regard to conflict-of-law rules. Any mandatory venue or dispute process stated in the written offer controls; otherwise disputes may be brought in a court of competent jurisdiction in Texas.

18. Electronic records

The parties agree that electronic records, typed-name signatures, online acceptance records, and email approvals may evidence agreement and consent. A person accepting an offer represents that they are authorized to bind the Client.

19. Order of precedence and changes

If an accepted written offer conflicts with these Service Terms, the written offer controls for that specific commercial term. FieldDemand may update these terms for future offers; an accepted offer remains governed by the version incorporated when accepted unless both parties agree otherwise.

20. Contact

Contract and billing questions: billing@getfielddemand.com. Service questions: hello@getfielddemand.com.

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FieldDemand Client Service Terms · v2026-09-03